The Elite Financial Advisor Podcast With Sten Morgan

If you want to get stronger it would be a great idea to hire a personal trainer. If you need help with your mental health then you can pay a counselor. If you want your business to grow then you’ve probably considered hiring a business coach, but how do you make that decision? What qualifications should they have? How much does their training in a specific system or program matter? How much work s...

If you’re like most of the advisors we know then you have a heart of service. You want to take care of the clients who have entrusted you with their financial decisions. But how do you serve those clients well? Is there a way to segment your clients and still provide great service to all of them? Will clients get upset if you provide different levels of service? How will segmenting your book help...

At the core of your business are your meetings with clients. How can you become a master of meetings? What are the meeting skills that elite advisors use to gather the right information from potential clients to uncover their needs, build trust and rapport, communicate your professionalism and insights, and close deals in order to grow your business? In this episode, we’ll talk through the seven m...

Businesses don’t exist unless they make a profit; that’s a fact. But what else can and should you measure the success of your business? What else matters other than income? We’ll dive deep into that question in this episode. Full episode notes: stenmorgan.com/13  

It’s May of 2022 and the markets have been volatile. You MAY have clients calling you in a panic and wanting answers on what to do or asking questions about what YOU'RE going to do for them. In this episode, Sten will tell you how to prepare clients for volatile markets and what to tell them when they do express concerns. stenmorgan.com/12  

This episode will sound different because we recorded it at our live event in Nashville in January of 2022. The topic, though, is familiar. Sten and Andy discuss the role of community in the life of an advisor.   Are the people you work with helping you succeed or holding you back? What makes a great community? What should be required of people in a healthy community? Should you pay for a communit...

What if the best way to double the revenue of your business was something you already had, but you weren’t utilizing it to its full potential? In this episode, we’ll teach you five specific ways that your administrator can help you double your revenue and how we can help you and your admin make that idea a reality. If you’d like to level up your administrator then we want to invite you and your ad...

One of the reasons Hollywood makes billions of dollars a year is that they’re experts in telling stories. Stories draw us in and then keep our attention, and that’s why we’ll be interviewing members of our community and sharing their stories with you. Why did they get into the business? What’s their journey been like? What are they doing to improve their business? How have they built a team around...

Welcome to episode eight of the Sten Morgan Podcast, where we help financial professionals like you, recognize and reach your potential faster. In today’s episode, Sten shares one of several Meeting Superpowers. Whiteboarding is a term Sten uses to talk about anytime you illustrate an idea by hand in a client meeting. It’s a method of communicating and teaching that is rarely if ever taught in the...

We tackle the topic of playing office. Why goals without KPI are just wishes How playing office annoys team members who work hard Being reactive will always leave you behind How to set boundaries on your work hours Why great ideas come from being out of the office Why results are more important than the number of hours you work Book recommendation: Atomic Habits For show notes and more: StenMorgan...

The risks of the Thriving stage The characteristics of the Thriving stage How relationships are affected by the Five Advisor Stages The risk of being intoxicated with success The one roadblock to achieving Thriving https://www.stenmorgan.com/6    

How to determine what stage you are at Identifiers of the Comfortable stage The benefits of being in the Comfortable stage How to advance out of the Comfortable stage For show notes and more: https://www.stenmorgan.com/5

How advisors try to level up The shift to a business owner mindset The importance of client segmentation The benefits of a practice manager How Sten was able to leave the maturing stage How Sten utilizes his COI network Level up steps For show notes and more: https://www.stenmorgan.com/4

The Value of the 5 Stages of an Advisor Key Indicators of the Stable Stage An Elite Stable Advisor characteristics Investing in your business Why people leave at this stage How to move to the next level For show notes and more: https://www.stenmorgan.com/3  

The 5 Stages of an Advisor Stage 1 - The Rookie Stage Daily thought life of a Rookie Rookie’s Prospecting steps That your ideas have value How to move out of the Rookie stage For show notes and more: https://www.stenmorgan.com/2

Who is Sten Morgan? How Sten changed his mindset How Sten is helping other advisors Andy’s role in the Elite Advisor Network Why did Andy and Sten start the Sten Morgan Podcast What else do we offer The next five episodes will cover the five stages of The Advisor Path For show notes and more: https://www.stenmorgan.com/1